Wealth Enhancement Advisory Services’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.45M | Sell |
23,830
-5,561
| -19% | -$337K | ﹤0.01% | 1520 |
|
|
2025
Q1 | $1.69M | Buy |
29,391
+1,897
| +7% | +$109K | ﹤0.01% | 1331 |
|
|
2024
Q4 | $1.36M | Buy |
27,494
+5,820
| +27% | +$288K | ﹤0.01% | 1374 |
|
|
2024
Q3 | $979K | Buy |
21,674
+542
| +3% | +$24.5K | ﹤0.01% | 1401 |
|
|
2024
Q2 | $919K | Buy |
21,132
+733
| +4% | +$31.9K | ﹤0.01% | 1318 |
|
|
2024
Q1 | $803K | Buy |
20,399
+873
| +4% | +$34.4K | ﹤0.01% | 1336 |
|
|
2023
Q4 | $792K | Sell |
19,526
-357
| -2% | -$14.5K | ﹤0.01% | 1261 |
|
|
2023
Q3 | $785K | Buy |
+19,883
| New | +$785K | ﹤0.01% | 1195 |
|